Avnet Silica's 'Trendliner' explores the latest semiconductor lead times, pricing trends and insights on:
- Discrete
- Analog & Logic
- Market Overview
- Supplier Specifics
- Product Life News
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Q4 / 2025 Insights
The global semiconductor industry is showing encouraging signs of improvement in 2025, with served markets stabilising and growth expected to continue at a more predictable pace through 2028. Artificial intelligence remains the key growth driver, sustaining strong demand for AI-related chips with a projected 23% CAGR. High-performance applications such as servers, PCs, and 5G infrastructure account for most of this demand, while Edge AI continues to gain traction across automotive ADAS, industrial automation, and connected consumer devices.
On the supply chain side, availability remains stable, and lead times have normalised across most product categories, although the Nexperia situation creates critical vulnerabilities in essential chip supplies. The industry continues to prioritise resilient, localised, and diversified sourcing strategies as reshoring and nearshoring efforts expand under ongoing geopolitical and funding pressures.
Indirect revenue channels are also growing faster than direct, reflecting evolving distribution dynamics and stronger demand responsiveness.
In Europe, momentum remains fragile. Weaker new orders and cautious purchasing activity continue to weigh on overall sentiment, although production volumes remain positive, and cost pressures have eased. While mid-sized economies, such as the Netherlands and Spain, exhibit modest expansion, larger markets, including Germany and France, continue to lag.
As always, our teams are here to keep you informed and to support you with insights, expertise and solutions, especially when the markets are evolving.
See what's included in the latest version of the Trendliner
Executive Summary and Global Semiconductor Outlook
Our executive summary takes a look back at the current year to date, looking at specific markets and growth figures before moving onto the global semiconductor outlook by region (EMEA, Japan, Asia and Americas). See year to date growth figures by region and see predicted growth figures for the next three years as well as 3 year CAGR. We also list key global outlooks for the coming year.
Economic Summary and Market Growth in EMEA
We take a closer look at the current economic state in Europe, focusing on the Eurozone Manufacturing PMI and how it affects production, new orders, employment and purchasing habits. Specific countries and their demand are also mentioned. We then turn our attention to specific vertical performance within EMEA, looking at 3 year CAGR rates.
Top Application Growth in EMEA
We look at key applications within verticals in EMEA and compare market sizes from 2024 to 2027 (predicted) based on industry data. Key verticals include Automotive, Industrial, Data Processing and Communications. See price and lead time overviews for Discrete, Analog and Logic, Power and see supplier specific trends.
Emerging Markets & Technologies
At the Pulse of the Market
We're always at the pulse of the market. Explore the trends shaping real innovation: AI, Automotive and ADAS, 5G, Renewables, and more. Act sooner, design smarter, and stay ahead of the curve.
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